+43.1%
BATT vs VOO
+80.1%
-37.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.6% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +2.1% | +0.1% | +2.1% | +2.1% |
| 3M | -9.0% | +2.0% | -11.1% | -10.9% |
| 6M | +0.3% | +13.0% | -12.7% | -12.4% |
| YTD | +12.6% | +13.6% | -1.0% | -2.1% |
| 1Y | +44.9% | +20.1% | +24.8% | +19.3% |
| All | +43.1% | +80.1% | -37.0% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling